Wealth Management

Independence

As an independently owned company we do not have any ties to investment or retail banks or other financial institutions. We provide a bespoke and dedicated solution to your objectives.

Our success lies in the close partnerships we develop with our clients. We are proud of the fact that we serve three generations of a family.

Objective

Our objective is to help create, preserve and grow our clients assets and wealth. Managing the wealth in the the most tax efficient manner to providing solutions to passing on that wealth that you have worked hard to create.
You have unique financial aims and objectives. You may wish to preserve or enhance your existing wealth, or generate new wealth.

The best investment opportunities are only the best if they are best for you.

We offer a flexible range of wealth management services designed evolve with you through the different stages of your life – all accessed via innovative and award-winning technology.

PRODUCTS AND SERVICES

Segregated portfolios

Custody and Nominee Services
We work hand-in-hand with Trustees, Fund Administrators and Fund Managers.

Insurance bonds
An insurance bond wrapper is a structure that can hold collective investments, such as unit trusts, open-ended investment companies (OEICS), investment trusts and cash.

Pensions and Retirement Planning
Cost-effective pension structures both offshore and in the UK i.e. SIPPS, QROPS, QNUPS etc.

Family office service
Joseph Oliver MSL can offer customised wealth management services tailored specifically to the needs of wealthy families.

Life Assurance
Life Assurance for individuals and companies can be also be an investment tool or asset solution as well as protection.

Banking
It is our partnership with our clients that enable us to work with banks to ensure deals happen. (financing requirements of €10,000 or more).

Asset Management
Asset and Investment management has several facets; the employment of professional managers, research, marketing, and preparation of reports.

If you are interested in considering ways in which Joseph Oliver MSL can help you to preserve and enhance your wealth both now and for future generations, please contact us.

Member of the Financial Ombudsman Scheme
Financial Ombudsman Scheme